1、2025世界人工智 能大会，坚持开放共享、智能平权我们认为，AI 在海外算力链持续业绩高增与指引抬高的背景下保持高位，中短期存在筹码切换的波动压力，短期推荐受益于芯片禁令管制有望放开的设备厂商及第三方算力租赁厂家，推荐紫光股份、中兴通讯、星网锐捷、光环新网、奥飞数据、数据港、英维克、新雷能、网宿科技，相关受益标的包括润泽科技、宝信软件等。长期看，在推理算力及模型迭代升级驱动下，算力全产业链仍...
Source Link1、2025世界人工智 能大会，坚持开放共享、智能平权我们认为，AI 在海外算力链持续业绩高增与指引抬高的背景下保持高位，中短期存在筹码切换的波动压力，短期推荐受益于芯片禁令管制有望放开的设备厂商及第三方算力租赁厂家，推荐紫光股份、中兴通讯、星网锐捷、光环新网、奥飞数据、数据港、英维克、新雷能、网宿科技，相关受益标的包括润泽科技、宝信软件等。长期看，在推理算力及模型迭代升级驱动下，算力全产业链仍...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.